Banking Relationship Specialist – Loans, Cross-Sell & Service

Jobtailor; Springfield (TN); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Springfield, TN is seeking a customer-focused Teller to drive proactive needs-based conversations during service-to-sales interactions, teller transactions, and appointment setting.

You will maintain knowledge of retail banking products, process deposits and loans accurately, cross-sell services when appropriate, and ensure compliance with banking regulations. Strong communication and attention to detail are essential to build trust with customers.

Qualifications

• 1+ years of banking, cash handling, or retail experience.
• Analytical, accuracy, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.
• Must pass a criminal background and credit check.
• Must work in a full-time, non-remote position.

Responsibilities

• Drive proactive needs-based sales conversations during service-to-sales interactions, teller interactions, and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance customer relationships and cultivate new ones by understanding and addressing customers’ needs.
• Assist customers by delivering loan products and ensuring packages are correct and complete.
• Identify opportunities and make referrals to cross-sell banking products and services.
• Educate customers on transaction-management options using technology and available tools.
• Apply product and service knowledge to solve customer problems.
• Process deposits, withdrawals, and other routine transactions accurately and confidentially.
• Ensure adherence to banking regulations and internal policies.

Skills

Analytical skills

Problem-solving

Interpersonal communication

Verbal communication

Written communication

Attention to detail

Customer service

Tools

Transaction management technology

Cash handling systems

Job description

Jobtailor in Springfield, TN is seeking a customer-focused Teller to drive proactive needs-based conversations during service-to-sales interactions, teller transactions, and appointment setting.

You will maintain knowledge of retail banking products, process deposits and loans accurately, cross-sell services when appropriate, and ensure compliance with banking regulations. Strong communication and attention to detail are essential to build trust with customers.